| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | CWT | Common Stock | Award | $0 | +1.81K | +8.9% | $0.00 | 22.2K | Mar 3, 2025 | Direct | F1 |
| transaction | CWT | Common Stock | Tax liability | -$46.1K | -1.01K | -4.57% | $45.45 | 21.2K | Mar 3, 2025 | Direct | F2 |
| transaction | CWT | Common Stock | Tax liability | -$2.73K | -60 | -0.28% | $45.45 | 21.1K | Mar 3, 2025 | Direct | F3 |
| transaction | CWT | Common Stock | Award | $0 | +1.65K | +7.83% | $0.00 | 22.8K | Mar 4, 2025 | Direct | F4, F5 |
| Id | Content |
|---|---|
| F1 | On 3/1/2022, the reporting person was granted a Performance Stock Unit (PSU) of 1619 shares of common stock. The PSU vested in full based on satisfaction of certain performance criteria approved by the Board of Directors. The performance criteria was met resulting in 112% payout of the original goal. |
| F2 | Represents the number of shares withheld by and surrendered to the issuer to satisfy the tax withholding obligations that arose in connection with the Performance Stock Unit (PSU) award 656 |
| F3 | Represents the number of shares withheld by and surrendered to the issuer to satisfy the tax withholding obligations that arose in connection with the Restricted Stock (RSA) Award 641 |
| F4 | Restricted stock granted on 3/4/2025 pursuant to the California Water Service Group equity incentive plan in a transaction exempt under Rule 16-b-3. RSA vests one-third on March 4, 2026, with the remaining 2/3 vesting quarterly over the succeeding 24 months. |
| F5 | Includes share acquired through the Employee Stock Purchase Program and Dividend Reinvestment. |